keep or maintain line descriptions and prices when changing customer or vendor
We sometimes change the verbiage on line items with our own descriptions and change the prices on both sales docs and purchase docs. And sometimes find we mistakenly selected the wrong vendor or wrong customer so we change it to the correct choice. The system deletes all the lines and reinserts a...
allow copy document when using a different bill to customer
I tried to copy a document so I would not have to retype all items, comments, and specific prices, but I can not do that if the bill to customer is different from the document I want to copy. The message I get is.... Bill-to Customer No. must be equal to '1590' in Sales Invoice Header: No.PS-INV...
Undeposited Funds account that d365 recognizes with special functionality for doing deposits later
We can create a GL account and call it undeposited funds and use it to register customer payments and then later create journal entries to post a deposit from that account to the bank. It would be nice when creating a deposit later to the bank, for the system to have an option to grab the undepos...
register customer payments, keep a tally as i click off invocies, and autofill document number
The register customer payments option is a nice feature compared to other ways of receiving payments. It would be nice for it to tally or sum as I click off invoices so it gives a running tally. We receive checks that are paying for 50 or more invoices and would be nice to know that my tally of c...
add the vendor credit memo no field to the list of posted purchase credit memos
I tried to post a credit memo and D365 said that vendor cr. memo no was already used. That's an awesome catch, thanks, but I went to my list of posted purchase credit memos and in the search box typed my vendor credit memo number and nothing shows up. I tried personalize to get it on the list but...
Ampersand sign, &, not recognized in search box on vendor list or on purchase docs typing the vendor name.
We have a large list of vendors and a lot of them use the ampersand sign, &. On the vendor list when we type for example L & M, there are no results. even though we have 2 vendors that begin their name with L & M. Also, our AP person creates an purchase invoice, and when she goes to type in the ...
Search description Field available in lists, specifically the items list
The item card has a Search Description field that we can put in alternate keywords I presume to help with searching for something. When I have open my list of items, I do not have the availability to personalize the list to show the search description. I did see that I can create a filter for the...
Do not change personalization or user preferences during updates, or do not reset user personalize options to default.
Updates are great. But they can be a nuisance when they change the user preferences and personalize options back to default. Some examples: some pages I don't want the fact box open and some I do but they all appear after last update. My pinned action bars get reset to longer pinned. My wide view...
Allow item attributes to be on sales documents, purchase documents, both on screen and on reports or report layouts or in their data sets
Items attributes are nice but they are so limited in what they can do. They are limited to filtering only. I would like to use them both on screen lists and on sales documents. Would be nice to allow them on the XML mapping pane in Word so we can customize how our forms print out. same for Purch...
Allow customer attributes, we have items attributes but no customer attributes
Item attributes are nice, would be nice to have customer attributes. Also would be nice for them to not be limited to filtering only. Would be nice to view them in lists, on sales documents. And have them available in Reports. I like using WORD to create our own report layouts, but the data sets ...